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Phone: 0421 550 074
Fax: 07 3397 1819

P.O Box 428
Stones Corner Bris Q 4120

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Trust Deed Examination

It is important that every Trustee of a self managed superannuation fund has an professional examine the trust deed governing rules both at deed setup and regularly through out the life of the fund.

Deed amendments are required during periods of legislation changes and super fund life transition.

Trustee's need to ensure at set up that all documents are properly witnessed, stamped, signed and dated. 

Out of date deeds can induce the fund into a non comlying status therfore amending the deed will require carefull attention from a spcialist advisor. Like at setup deed amendments need to properly exceuted.

PROVISION EXAMPLES FOUND IN A DEED ARE AS FOLLOWS

      Interpretation and Definitions

      Sole Purpose Test

      Constitution of the fund

      Notice of election

      Statutroy convenants

      Alterations of the deed

      Membership

      Trustees

      Limitation of Liability

      Approval of Members

      Trustee not subject to direction

      Investments

      Investment choice

      Power of Trustee

      Notification of significant adverse effects

      Insurance

      Accounts

      Rollover

      Member accounts

      Segregated current pension assets

      Valuation

      Contributions

      Contribution splitting

      Benefits

      Benefits payable on death

      Death Benefit nomination

      Pensions

      Pension Reserves

      Anti detriment payments

      Converion of pensions

      Forfeited benefits account

      Transfer of benefits

      Disclosure of information

      Notices

      Winding up of fund

      Complaints

 

 

 

 

 

 

 

Super Deed Examination

It is important that every Trustee of a self managed superannuation fund has a professional examine the trust deed governing rules both at deed setup and regularly through out the life of the fund.

Deed amendments are required during periods of legislation changes and super fund life transition.

Trustee's need to ensure at set up that all documents are properly witnessed, stamped, signed and dated.

Out of date deeds can induce the fund into a non complying status therefore amending the deed will require carefull attention from a specialist advisor. Like at setup deed amendments need to properly executed.

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